FinMate AI gets you all the details you need from your client meetings.
Starter
Best for solo professionals and small teams who run a few meetings a week, looking to save hours and automate note taking and tasks. 20 meeting hours per month.
Best for ambititous professionals with larger teams who run a several meetings a week, looking to save several hours a week, and automate note taking and tasks. 40 meeting hours per month.
Best for large teams, multiple groups who require administrator level control of policies, and specialized data retention. Supercharge your entire enterprise with AI.
We're committed to making our tool accessible to startups, small RIAs, and Advisors. Contact us, and we'd be happy to explore how we can make our tool available to all firms.
.png)